Financial Advisors in Seal Beach, California (Orange County)

Our purpose at Scalco Financial is to help provide our clients with clarity and peace of mind concerning their tax and financial affairs. We offer independent advice and services in the inter-related fields of income tax and wealth management. As our client you will enjoy timely and attentive service along with creative solutions that are suited to your unique situation.

Securities offered through 1st Global Capital Corp. Member FINRA/SIPC.
Investment advisory services offered through 1st Global Advisors, Inc.
Insurance services offered through 1st Global Insurance Services, Inc.
CA License Number 0E51490.... See More

Delia Fernandez, CFP, MBA

Offering trusted guidance and objective advice, MJF Financial is committed to helping individuals, families and businesses navigate the complex investment, retirement and estate planning landscape.
Securities and Advisory services offered through LPL Financial, A Registered Investment Adviser. Member FINRA/SIPC.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AZ, CA, CO, MI, NV, OH, and OR... See More

Carl Carpenter, BS, CFA, CFP
BFP is an independent, fee-only, financial advisory firm that provides portfolio management and financial planning to clients that are serious about achieving financial prosperity. BFP is owned and operated by Carl Carpenter, CFA®, CFP®. Carl has over twenty-five years of investment, financial planning, tax, and accounting experience. BFP specializes in retirement planning.
What makes BFP unique?
1) FEE-ONLY - Because we are an independent, fee-only firm, we give objective financial advice. You never have to worry if we are recommending an action that isn't in your best interest simply because we are looking for a fast sales commission.
2) PERSONAL ATTENTION - We give you the individualized personal attention you deserve. With some firms, you may meet the principal for the initial meeting, but after that your accounts are generically outsourced and/or handled by junior staffers. That never happens at BFP!
3) OUR TOTAL SATISFACTION GUARANTEE - We are confident that you will be totally satisfied with our services. If you aren't completely satisfied within the first three months of your asset management start date for any reason, we will gladly refund all fees received.
Call us today to schedule your no-cost, no-obligation initial consultation. Evening and week-end appointments available.... See More

Linda Barlow, CFP, MS
Linda A. Barlow, CFP, is an independent, full service, fee only financial advisor registered as an Investment Advisor with the SEC. Fee only means we do not receive commissions or referral fees from the products we recommend to you. We provide financial planning and management or investment portfolios for individuals and small to medium sized pension plans. Our firm has been named one of the top 100 financial planning firms in the country by Mutual Funds magazine and one of the "top dogs" in Bloomberg Magazine.We emphasize an individualized approach to financial planning and asset management, developed for each client's specific needs regarding income, growth, safety and tax benefits. Some clients look for an advisor to help them plan for the future. Others need an advisor simply because they don't have the time nor inclination to manage their own investments. We are your source of advice in these critical areas of your financial well Summary* More than 30 years in the financial services industry* Faculty at California State University, Fullerton and University of California, Irvine* Speaker at Los Angeles Times Investment Conference* One of Bloomberg's Top Wealth Managers from 2002 - 2006* One of "100 Greatest Financial Planners" by Mutual Funds Magazine, 2001* Frequent guest on public television, often quoted in the Orange County Register... See More

Richard Schultz, BS, CFP
Specializing in active management, we serve investors seeking attractive investment returns with less risk than what can ordinarily be achieved through traditional methods of diversification.
We believe that the key to successful investing is to follow a disciplined investment approach that will hold up in all market conditions. Utilizing a disciplined investment process we strive to capture most of returns available in financial markets during favorable conditions, but effectively mitigate risk during volatile market conditions in order to preserve gains.... See More

Patricia Parker, CDFA, CFP
Patricia Heaton Parker, CFP, CEP, CDFA, has been an active member of the Financial Planning Industry for over 20 years. She founded her firm, Discovery Financial to service the needs of clients going through transition. Whether its retirement, marriage, divorce or being widowed, change is difficult. Finding someone to trust, someone who will help you make smart financial decisions is challenging. Ms. Parker has helped hundreds of clients over the years find peace in these turbulent times. Services include Financial Plans and Investment Management services. The initial consultation, either by phone or in person, is free of charge or obligation. It is a time to see whether or not the client and Advisor are a good fit. Any additional services are available by either an hourly fee or a quoted flat fee.Investment Management services are billed as an annual percentage of Assets Under Management (AUM). Our Fee range for Investment Management starts at 1% of Assets under our Management per year. Discounts for Investment Services start at $600,000 for total household account. Financial Planning Services range from $850 for a single planning issue to between $1500-$5500 for a Comprehensive Financial Plan. We believe in helping the communities we serve, and therefore we do not require a minimum account size to work with us.Ms. Parker strongly believes in giving back to her community and her Industry. Ms. Parker is a active member of the OC Financial Planning Association where she serves on the Board of Directors. She is also an active member of NAWBO-OC (National Association of Women Business Owners) and AiP (Advisors in Philanthropy). Ms. Parker is an Instructor at the University of California Irvine Campus (UCI) where she teaches Retirement Planning and Employee Benefits and Investments for the CERTIFIED FINANCIAL PLANNER program.... See More

Steven Medland, CFP, MBA
Risk management is at the heart of our approach to financial planning. With our expertise in mathematical analysis and financial planning, we make careful investment choices by methodically monitoring market analytics and influencers to help you grow your financial security and optimize your financial future.
With over 32 years of experience helping clients manage their financial affairs and more than $130 million in assets under our management, TABR Capital Management is a professional partner you can trust. Our team, headed by President/Principal Robert M. Kargenian, CMT, and Steven W. Medland, MBA, CFP®, recommends the same proven investment strategies for our clients-and invests in the same funds-that we use for our personal portfolios. Our distinctive approach ensures that you will have a comprehensive financial strategy to address every element of your financial life, from management of your investments and portfolio to assessment of your financial and insurance risk.... See More

Douglas Taylor, CFP, CPA/PFS
YOUR FINANCIAL GUIDE THROUGH YOUR LIFE'S JOURNEY
At Taylor Wealth Management, we believe planning for your financial future is not an event: it's a process. Our process is an ongoing dialogue that helps you identify your priorities for today and tomorrow, and adapts to your life as your priorities and life change.
Your Best Interest - Your investments, tolerance for risk, retirement planning, education planning, insurance and risk management needs, income tax planning and estate and legacy planning must reflect what is most important to you now and in the future. We provide objective, comprehensive, financial, tax and life planning advice for a fee and receive no commissions from the recommendation, purchase, or sale of products or referrals.
Client-Centered Approach - We listen to you. Once we know what is most important to you in life, we partner with you to help you meet your personal and financial goals more efficiently and effectively. Building lifelong relationships allows us to focus on giving thoughtful, personal service and making meaningful improvements in your life.
Our commitment is to provide professional unbiased, financial, tax and life planning advice and to serve as a trusted advisor on whom you can rely for planning and counsel. We look forward to providing you with the rewards of our planning efforts.... See More

Angela Dorsey, CFP, Principal of Dorsey Wealth Management, is a fee only financial planner in Torrance, California specializing in comprehensive financial planning including retirement planning, tax planning, estate planning, budgeting, insurance and investments.... See More

My Mission:
To provide individuals and families with a trusted and enduring advisory relationship that empowers them to achieve financial independence and enjoy a more fulfilling life.

Leighann Miko, CFP, MST
Hello. We're Equalis Financial and we have the financial help you're looking for.
Our doors are open to all in addition to our expertise and specialized knowledge in working with particular demographics.
Focused whole-heartedly on the principle of equality, we're an independent, fee-only firm specializing in financial planning and investment management services for the LGBTQ community, women, and young professionals.
We believe such individuals deserve fair access to financial advisement that fits their unique needs with sexual orientation, marital status, or net worth appearing as no basis for discrimination. This is too often the case in the black-and-white world of financial planning, but not here. What sets us apart OUR IDENTITY
Equalis Financial was founded by a member of the LGBT community, a woman, and a once-young, now-experienced professional. Your needs will be attended to with compassion and understanding. FEE-ONLY and INDEPENDENT
This means we do not sell any investment products, represent any product or company, and do not receive any commissions. We work strictly for you and are paid only by you, setting us apart from some of the big guys out there.
It's also our fiduciary duty to do what's best for you, which requires us to put your interests ahead of our own. Seems like a no-brainer and a matter of decency, but it's unfortunately not the standard. IMPARTIAL
Everyone deserves access to financial advice regardless of sexual orientation, gender, net worth, or any other excuse for denying someone equal treatment. We level the playing field. TECHNOLOGY
Like our office? You're in it. We are location independent, meaning we use web-based tools and technology to allow us to work as a virtual advisor and assist you no matter your physical location.... See More

Noa Hoffman, CFP, CFP

Patrick Dinan, CFP
Financial Planning
Like most clients I serve, you are probably busy with your career, your family, fitness and other passions. Financial planning may not be at the top of your to-do list. My goal is to be your accountability partner in developing and executing your personalized vision. Over the long run, this will save you time, money, and unnecessary stress so you can focus on what's truly important to you.
Investment Management
I'm proud to focus on sustainable investing so you can align your values with your money while investing in a better world. I never use expensive and opaque mutual funds or try to time the market. Through my rigorous research and years of investing experience, I have found that successful investment strategies are well-diversified, disciplined and keep costs low.
Schedule a Virtual Meeting
I'm happy to meet virtually over video conference, in-person or over the phone. Please click the following link to schedule a complimentary discovery meeting: https://impactfiduciarydiscovery.acuityscheduling.com... See More

McIntosh Capital Advisors LLC is a fee-only Registered Investment Advisory Firm committed to helping you achieve the goals that will provide you the greatest long-term satisfaction. Your success is our success, and as a fee-only firm, our only loyalty is to you. We provide customized financial planning, investment advice, and portfolio management services tailored to meet your individual needs.... See More